IVY INVESTMENTS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
17
Active participants
2,714
Total plan assets
$285.5M
Filings (rows)
17
Direct comp
$0
Indirect comp
$0
SERVICES PROVIDED
Other17
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| IVY MID CAP GROWTH CIT | 5 |
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COMMONWEALTH EMERGENCY COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN | DALLAS, TX | Other NONE | 117 | $61.7M | $0 |
| COMMONWEALTH EMERGENCY COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN | DALLAS, TX | Other NONE | 112 | $52.8M | $0 |
| COMMONWEALTH EMERGENCY COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN | DALLAS, TX | Other NONE | 109 | $41.7M | $0 |
| APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON, PA | Other NONE | 437 | $30.2M | $0 |
| POLYMER TECHNOLOGY SYSTEMS, INC. POLYMER TECHNOLOGY SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WHITESTOWN, IN | Other NONE | 188 | $25.7M | $0 |
| BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION FIBRIX FILTRATION 401(K) PLAN | CHARLOTTE, NC | Other NONE | 382 | $11.4M | $0 |
| CROSSROADS RHODE ISLAND CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 168 | $10.1M | $0 |
| CROSSROADS RHODE ISLAND CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 152 | $8.3M | $0 |
| CROSSROADS RHODE ISLAND CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 181 | $7.0M | $0 |
| LEADINGAGILE, L.L.C. LEADINGAGILE, L.L.C. 401(K) PLAN | DULUTH, GA | Other NONE | 92 | $6.6M | $0 |
| LEADINGAGILE, L.L.C. LEADINGAGILE, L.L.C. 401(K) PLAN | DULUTH, GA | Other NONE | 85 | $6.5M | $0 |
| LEADINGAGILE, L.L.C. LEADINGAGILE, L.L.C. 401(K) PLAN | DULUTH, GA | Other NONE | 105 | $6.3M | $0 |
| LYNDRA THERAPEUTICS, INC. LYNDRA, INC. 401(K) PLAN | WATERTOWN, MA | Other NONE | 123 | $6.0M | $0 |
| HANDSTANDS PROMO, LLC HANDSTANDS PROMO RETIREMENT PLAN | SALT LAKE CITY, UT | Other NONE | 107 | $3.5M | $0 |
| NEXT GLASS, INC. NEXT GLASS 401(K) PLAN | CHARLOTTE, NC | Other NONE | 75 | $3.5M | $0 |
| HANDSTANDS PROMO, LLC HANDSTANDS PROMO RETIREMENT PLAN | SALT LAKE CITY, UT | Other NONE | 111 | $2.8M | $0 |
| DAMEN 4 MANAGEMENT OF ILLINOIS, LLC ALIGNED MODERN HEALTH 401(K) PLAN | CHICAGO, IL | Other NONE | 170 | $1.6M | $0 |